AI workflows for demand and lead generation.

Turning attention into qualified interest: campaigns, offers and forms that produce leads for sales.

Who does this work

  • Demand generation manager
  • Lead generation specialist
  • Growth marketing manager

2 workflow templates ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Investigate leads that do not turn into useful conversations
  2. Screen a contact list before it is used
  3. Investigate a sudden outreach delivery problemIllustrative
  4. Plan a controlled outreach testIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Investigate leads that do not turn into useful conversationsGives the acquisition lead a review of leads and outcomes by source, page, location, device and timing, with cases to verify with sales and possible measurement faults.Workflow templateScreen a contact list before it is usedGives the campaign or sales owner a reconciled list with exclusions applied and uncertain or stale records held back for checking.Workflow template
Investigate a sudden outreach delivery problemGives the owners an incident brief separating list, message and sending-system explanations, with checks for each.Illustrative · not built yet
Plan a controlled outreach testGives the campaign owner a test plan naming the one variable, the comparison group, the outcome measure and the decision rules.Illustrative · not built yet

Workflow templates

Campaign audience checkWhen an audience export is ready for review, the campaign owner gets it segmented with reconciled counts, the exclusions applied and the records whose contact status needs checking, with conflicts, stale records and duplicates kept visible.Workflow templateLead quality pattern reviewWhen sales feedback or results raise a lead-quality concern, the acquisition lead gets a review of leads and their outcomes by source, page, location, device and timing, with cases to verify with sales and possible measurement faults listed.Workflow template

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Where to go next

All of advertising and lead generationEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of advertising and lead generation

Advertising and lead generation workflow templates by industry